BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in BEP — Brookfield Renewable Partners L.P.
CIK 1654599
MORRISTOWN, NJ
Position in BEP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$138,017
+$8,306 QoQ
Shares Held
3,974
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 252 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $174,877 across 2 Utilities - Renewable names. BEP ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
This page
|
3,974 | $138,017 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
993 | $36,860 |
All Filings in BEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,017 | 3,974 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $129,711 | 3,974 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||